Use built-in functions

Configure the End Call, Update Contact, and Transfer Call functions to handle the most common call scenarios in Agentalk.

Agentalk includes three built-in functions you can add to any agent without external setup: End Call, Update Contact, and Transfer Call.

Each function runs based on a trigger condition you define in plain language.

Before you start

You need the following before you begin:

• You have an agent created. See Create an agent.
• For Transfer Call, you need a phone number connected to Agentalk and a destination number. See Add a phone number.
• For Update Contact, you need to know which contact field the agent will update. See Manage contacts.

To configure functions:

1. Go to AI Agents in the left navigation.
2. Open the agent you want to configure.
3. Select the Functions tab.

Add the End Call function

Add the End Call function so the agent can end conversations cleanly.

1. In the End Call Function section, click + Add.

The function is added with no additional configuration.

Save your configuration changes

Save your changes after adding the function.

The agent ends the call when:

• The conversation is completed.
• The caller asks to end the call, for example "bye".

You can edit or remove this function at any time.

Add an Update Contact function

Add an Update Contact function to capture information from the conversation.

1. In the Update Contact Function section, click + Add.
2. Configure the function:

   • Function Name: Generated automatically.
   • Description: Define when the agent should capture the data. Example: When the caller provides their email address.
   • Fields to update: Select one or more fields:

     • First Name
     • Last Name
     • Email
     • Phone
3. Click Create Function.

Save your configuration changes

Save your changes after adding the function.

The agent updates the selected fields when the condition is met.

Create custom fields before using them

Custom fields must exist before the agent can write to them. Go to Contacts to create them before using this function.

You can add multiple Update Contact functions to capture different fields.

Add a Transfer Call function

Add a Transfer Call function to hand off the call to a human agent or team.

1. In the Transfer Functions section, click + Add Transfer Function.
2. Configure the function:

   • Function Name: Enter a name, for example call_forwarding.
   • Description: Define when the transfer should happen. Example: When the caller asks to speak with a human agent
3. In Phone Number Settings:

   • Source number (Handover From): Select the current Agentalk number.
   • Target number (Handover Target): Enter the destination number.

     Understand source and target numbers

     • Source number is the number your agent uses to handle the call.
     • Target number is the number where the call will be transferred.

     Make sure a phone number is configured

     If no numbers are available, make sure you have configured a phone number in Agentalk before setting up the transfer.
4. Click + Add.

Save your configuration changes

Save your changes after adding the function.

When a transfer is triggered, the agent leaves the call and the caller continues with the destination number.

Save and test your configuration

After adding or updating one or more functions, save your changes and verify that everything works correctly.

You can add multiple functions before saving.

• Click Save draft to keep changes without activating the agent.
• Click Save to apply the configuration.
• Click Save and test agent to run a test call.
• Click Cancel to discard changes.

Next steps

Here are the recommended next steps after completing this guide:

• Connect external APIs as functions: Add custom logic and retrieve external data during calls.
• Manage contacts: Configure contact fields used by the Update Contact function.